See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,174 | $81,248-89.9% | $155,509-94.7% | $80,856-89.9% |
| Participation rate | 8.7% | 66.2%-57.5pp | 78.2%-69.5pp | 67.6%-58.9pp |
| Annual return | 24.44% | 33.31%-8.9pp | 64.67%-40.2pp | 35.59%-11.2pp |
| Employer contribution / active EE | $336 | $3,100-89.2% | $4,672-92.8% | $2,755-87.8% |
| Participant deferral / active EE | $926 | $3,452-73.2% | $5,626-83.5% | $4,296-78.4% |
| Admin fee / account holder | $165 | $7,997-97.9% | $15,912-99.0% | $6,918-97.6% |